Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 212 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$211,861
+3.2%
2,669
+21.2%
0.00%0.0%
Q1 2024$205,214
-8.5%
2,203
-16.5%
0.00%
-50.0%
Q2 2023$224,289
+0.2%
2,639
-1.7%
0.00%0.0%
Q1 2023$223,935
-43.8%
2,686
-42.8%
0.00%
-50.0%
Q4 2022$398,681
+27.0%
4,697
+21.3%
0.00%
+33.3%
Q2 2022$314,000
+16.7%
3,871
+26.0%
0.00%0.0%
Q1 2022$269,000
-27.9%
3,072
-25.7%
0.00%
-25.0%
Q4 2021$373,000
+9.4%
4,133
+1.6%
0.00%
+33.3%
Q3 2021$341,000
+9.6%
4,067
+8.6%
0.00%
-25.0%
Q2 2021$311,000
+8.4%
3,746
+0.5%
0.00%0.0%
Q1 2021$287,000
-15.1%
3,728
-16.3%
0.00%0.0%
Q4 2020$338,0004,4560.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
JUNCTURE WEALTH STRATEGIES, LLC 90,903$5,554,0004.29%
Ayalon Insurance Comp Ltd. 74,900$4,589,0003.30%
Newfound Research LLC 72,805$4,448,0003.24%
Hamilton Wealth, LLC 63,150$3,858,0003.06%
Richard Bernstein Advisors LLC 1,305,198$79,747,0002.59%
Crestone Asset Management LLC 90,381$5,522,0001.95%
FCA CORP /TX 57,805$3,532,0001.37%
EXENCIAL WEALTH ADVISORS, LLC 74,763$4,568,0001.08%
Cambria Investment Management, L.P. 102,970$6,291,0000.97%
Brinker Capital Investments, LLC 488,720$29,861,0000.95%
View complete list of ISHARES TR shareholders